S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$29.2M
3
+$8.82M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$56.9M
2
+$21.4M
3
+$16.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.99M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.69%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 0.35%
33,836
-509
27
$4.09M 0.35%
50,596
+716
28
$4.04M 0.34%
14,186
+2,035
29
$3.22M 0.27%
19,340
-106
30
$3.19M 0.27%
30,669
-70
31
$2.84M 0.24%
72,254
+1,381
32
$2.81M 0.24%
54,442
+7,073
33
$2.79M 0.24%
19,303
-113
34
$2.71M 0.23%
26,744
+777
35
$2.7M 0.23%
54,460
-34,816
36
$2.57M 0.22%
16,437
+434
37
$2.54M 0.22%
107,228
+17,058
38
$2.42M 0.21%
60,072
-7,604
39
$2.33M 0.2%
43,437
-42
40
$2.26M 0.19%
65,044
-41
41
$2.13M 0.18%
5,575
-1,145
42
$2.08M 0.18%
37,910
+1
43
$2.07M 0.18%
74,916
+13,623
44
$2.06M 0.18%
34,493
-4,500
45
$2.05M 0.17%
34,687
+1,537
46
$2.01M 0.17%
20,143
47
$1.93M 0.16%
15,650
+29
48
$1.93M 0.16%
15,715
-462
49
$1.92M 0.16%
109,646
-5,105
50
$1.89M 0.16%
29,112
-1,900
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